TREASURY SERVICES SPECIALIST

2 weeks ago


Dallas, United States MapleMark Bank Full time

The Treasury Services Specialist will work directly with high-value Treasury Services clients to manage the implementation, training, maintenance, lead servicing, and service process of Treasury products. This role will work closely with the Treasury Services Manager and internal partners to drive revenue generation. It will also act as an escalation point for error resolution and troubleshooting significant issues of high-risk or value. Essential Job Functions Responsible for completion of Treasury onboarding forms and ensure that contracted services are implemented accurately Execute setup of services in bank core systems and third-party applications Solves for file format issues with file upload/download for many payment applications that integrate into the clients accounting system Serves as a back-up for new client onboarding Individually responsible for the quality and timeliness of all deliverables Provide a best-in-class client experience, while managing internal and external client expectations Establish and maintain a high-level of credibility with internal partners and clients Conducts in person and/or remote training as well as assist in hardware/software implementations for Treasury Services Clients Complete annual remote deposit capture audits Perform post-implementation billing validation Ensure client service deliverables are achieved and holds partners accountable by managing issues, escalations, and error resolution Serves as an escalation point for error resolution Act as a liaison between client and operations departments of the bank Maintain strong working knowledge of bank products/procedures, regulatory requirements and industry best practices though continuing internal and external training Lead/participate in testing and special projects as needed Preferred Qualifications At least 3 years of Treasury client support experience or in a related business function or industry preferred Proficient in Microsoft suite of products Excellent verbal and written communication skills Ability to handle multiple tasks simultaneously in a competent and professional manner Ability to work independently and under minimal supervision Strong organizational skills including effective time management Knowledgeable of Business Entity Types and Beneficial Ownership Track record of responding calmly, politely and confidently during internal and external customer interactions and in conflict situations Ability to establish positive working relationships Ability to work at a computer for extended periods of time Supervisory Responsibilities None Bank Culture/Customer Service Skills Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve internal customers in a manner that will reflect superior customer relations and enhance the overall efficiency and effectiveness of the Bank. Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. The Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. MapleMark Bank is committed to diversity and inclusion and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Drug Free worker environment



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